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Insurance Selling App For Sales Officers
An all-in-one app for insurance agents, making it easy to sell policies, view and explore insurance options, and track earnings effortlessly.
PROJECT BRIEF
As outlined in the project brief, the client's aim was to develop a user-friendly digital solution for insurance sales officers. They should be able to effortlessly sell insurance online, access client data, receive reminders, cross-sell policies, explore product information, and easily track monthly and yearly incentives. The client also emphasised the goal of keeping sales officers engaged with the platform's services for an extended period.
CLIENT BACKGROUND
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Industry: Insurance
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User Type: Insurance Sales Officers (Individuals)
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Focus: Digitalising and enhancing the insurance selling experience
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Mission: Reshaping the Insurance Selling Process
MY ROLE
As a UX designer, I connected with users to uncover pain points in the insurance process and collaborated with stakeholders to grasp business goals. My goal was to create engaging designs that catered to both user and business needs. I then translated these ideas into user-friendly wireframes, providing a visual guide for the entire team, including Visual Design and Development.
OBJECTIVES
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Establish a digital platform to stay in regular touch with the sales team.
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Assist sales professionals in completing sales efficiently and effortlessly.
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Provide updates on new products and events to the sales team.
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Ensure the sales team's skills remain sharp and market-ready.
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Centralise all sales activities in one place for management review.
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Recognise top performers with rewards to inspire everyone to excel.
TARGET USERS
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Mobile App: Insurance Sales Agents and Officers (18-60 years).
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Admin Portal: Administrators and Management Team
PROCESS FOLLOWED
RESEARCH
To validate the objectives and grasp the real challenges faced by sales officers, I had the opportunity to meet with a few end users who would be utilising this solution. The interview sessions focused on the following areas:
USER PERSONA
Using the data gathered during research, we crafted user personas considering factors such as age, location, and experience in insurance selling. These personas help us better understand and cater to the diverse needs of our users.
INFORMATION ARCHITECTURE
Following a detailed data analysis, a list of features was compiled. The data was then distilled into different categories such as "must-have," "good-to-have," and "can be implemented later," prioritising functionalities based on their importance and feasibility.
WIREFRAMES
Once the information architecture was established, several design concepts were generated and discussed with both the team and the client. Following feedback, the concept designs were refined and finalised, progressing to the wireframing stage for testing with actual users. This iterative process ensured the alignment of the final design with user needs and expectations.
VISUAL MOCKUPS
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